The Cost History Inquiry details all layer costs assigned to lots. The purpose of the inquiry is to display how the current cost is calculated.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2020.xx.xx and newer

Table of Contents

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Search

...

Used to select one or more Cost Types to include. This is a multi-select standard lookup that is not required to return results. It defaults to all Cost Types.

...

The lookup contains the values "NON-INV', "Item" and "Lot".

...

This lookup contains the value "Voids".

...

The Cost History Inquiry details all layer costs assigned to Inventory Tracked Items. The purpose of the inquiry is to display how the current cost is calculated.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type, 'Production Batches' attribute type, and the 'Warehouse Lots' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Attributes and Lot Certifications are automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2024.12.16 and newer

Table of Contents

type	flat

Page Header

Search

Filter Items

Description

Auto Hide Filters

Insert excerpt

	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

Insert excerpt

	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Costing Method

A multi-select lookup to limit the results to Lots containing Items based on the Item's 'Costing Method'. This defaults to blank (All) and if left blank, all Costing Methods will be included. The lookup contains options for:

Active
Exclude from Costing
Passive

Costing Status

A single-select lookup to limit the results to Lots that are either Open or Closed for Costing. This defaults to 'Open' but can be changed to 'Closed'.

This lookup contains the values in the LayerCostingStatus Enumeration Class.

Effective Date

Insert excerpt

	Date Control Text Box
	Date Control Text Box
nopanel	true

This is used to limit the Cost Layers based on their Effective Data. This defaults to "last 30 Days" but can be changed.

Include

A single-select lookup to allow the user to include voided cost history records in the grid.

Item

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This is a multi-select lookup to limit the results to Lots for one or more associated Items. This defaults to blank (All) and if left blank, all Items will be included.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

The lookup contains a list

of all Items in the Items master file

of all Items displayed as [Item ID]: [Item Description].

Item Class

Insert excerpt

	Inq - Item Class
	Inq - Item Class
nopanel	true

This

This is

a multi

a multi-select

standard

lookup

that is not required to return results. It defaults as blank

to limit the results to Lots containing Items based on the Item's 'Item Class'. This defaults to blank (All) and if left blank, all Item Classes will be included.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list

of all Item Classes.Layer Costing StatusUsed to select the layer costing status to include in the results. This is a single-select standard lookup that is not required to return results. It defaults to "Open"

of all Item Classes displayed as [Item Class ID]: [Item Class Description].

Lot Owner

Insert excerpt

	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

This is a multi-select lookup to limit the results to Lots that are assigned to one or more owners. This defaults to blank (All) and if left blank, all Owners will be included.

Insert excerpt

	Def -

Not Defined

Owner
	Def -

Not DefinedLot Owner

Owner
nopanel	true

This lookup contains the values in the LayerCostingStatus Enumeration Class.

Inq - Lot Owner

The lookup contains a list of all Lot Owners.

Reason Code

Insert excerpt

Inq - Lot Owner

Reason Code - Cost Layer
	Reason Code - Cost Layer
nopanel	true

This is

a multi

a multi-select

standard lookup that is not required to return results. It defaults as blank

lookup to limit the results to Cost Layers containing the Reason Code(s) selected. This defaults to blank (All) and if left blank, all Cost Layers will be selected regardless of the Reason Code.

Insert excerpt

	Def -

Owner

Reason Code
	Def -

Owner

Reason Code
nopanel	true

The lookup contains a list

of

of all

Lot Owners.Search

the 'Lot Cost Adjustment' Reason Codes.

Saved Searches

Insert excerpt

	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

Attribute Values, Production Batch, Item ID, Item Description, Lot Owner, Site ID, Site Name and Warehouse Lot

Attr: [Attribute Value]
Item: [Item ID] or [Item Description]
Owner: [Lot Owner]
Batch: [Production Batch]
Site: [Site ID] or [Site Name]
WLot: [Warehouse Lot]

Site

Insert excerpt

Inq -

	Site ID & Name

Inq -

	Site ID & Name
nopanel	true

This

This is a multi-select

standard

lookup

that is not required to return results. It defaults as blank

to limit the results to Lots that are in one or more Sites. This defaults to blank (All) and if left blank, all Sites will be included.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active

Sites.Trans Date

Sites displayed as [Site ID]: [Site Name].

Page Detail

Inq - Transaction Date

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

Inq - Transaction Date

Saved Search Options

Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

This is a date range control that allows users to select a single date or a range of dates. This is not required to return results and defaults as blank.

Excel

Insert excerpt

Search Options for Framework

	Excel - LV 3.0

- GlobalSearch Options for Framework


	Excel - LV 3.0

- Global


nopanel	true

Page Detail

Saved Column LayoutsActual Cost Rate

Toolbar Icons

Description

Column Filter

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

Insert excerpt

	Column Filter Group By Show/Hide - GlobalColumn Filter
	Group By Show/Hide - Global
nopanel	true

ExcelHelp

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Excel

	Help -

LV

Global 3.0

Excel

	Help -

LV

Global 3.0
nopanel	true

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
nopanel	true

FavoritesRefresh

Insert excerpt

Favorites Add/Remove

	Refresh - Global

Favorites Add/Remove

3.0
	Refresh - Global 3.0
nopanel	true

Group By Show/HideSaved Layouts

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	Group By Show/Hide Column Layouts for Framework 3.0 - GlobalGroup By Show/Hide
	Column Layouts for Framework 3.0 - Global
nopanel	true

HelpSearch Options

Insert excerpt

Help

	Search Options -

Global

Inquiry Grid 3.0

Help

	Search Options -

Global

Inquiry Grid 3.0
nopanel	true

Quick Filter

Fields

Description

Checkbox

Insert excerpt

Quick Filter

	Checkbox

Quick Filter

	Checkbox
nopanel	true

Refresh

Insert excerpt

Refresh - Global 3.0

nopanel

true

Identifies the cost rate assigned to the Actual Cost Layer. This can only be edited by adding/editing an 'Actual Cost Layer' or adding/updating an 'Actual Cost Base'.

Column Layouts for Framework 3.0 - Global

Insert excerpt

Column Layouts for Framework 3.0 - Global

Actual

Def - Cost Rate - Actual
	Def - Cost Rate - Actual
nopanel	true

FieldsDescription

Database Field: ERPx_IMLotCostHistory.Cost

Batch Comment

Actual Cost

Insert excerpt

Actual Cost

Batch Comment
	Batch Comment
nopanel	true

This field cannot be edited once the 'Actual Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View. This is not required and is always editable from the 'Batch Comment' field on the Properties tab of the Production Batch record view.

Database Field: ERPx ERPx_IMLotCostHistoryIMProductionLot.CostLotComment

Batch CommentDate

Insert excerpt

	Def - Batch

Comment

Date
	Def - Batch

Comment

Date
nopanel	true

This can be edited from the 'Batch CommentDate' property field on the ' Properties ' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.LotCommentDateProduced

Batch DateSite ID

Insert excerpt

Production

	Batch

Date

Site

Production

	Batch

Date

Site
nopanel	true

This

can be edited

is required and is always editable from the 'Batch

Date

Site ID' field on the

'

Properties

'

tab of the Production Batch Record View.

Database

Field:

Fields:ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.

DateProduced

ManufactureSiteSK

BOM ID

Displays the BOM ID of the Bill of Material record. Clicking on the link opens the corresponding Bill of Materials Record View. This field is only populated if the lot costs have been retrieved from a BOM record. This . This is not editable.

Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

Born on Date

Insert excerpt

	Def - Born on Date
	Def - Born on Date
nopanel	true

This is a system assigned value that is not editable.

Database Fields: ERPx_

MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

IMLotBalance.BornOnDate

Cost Group Description

Insert excerpt

	Cost Group Description
	Cost Group Description
nopanel	true

This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Cost Group
	Def - Cost Group
nopanel	true

Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost Type

Identifies whether the cost of the item is evaluated using the item or the lot. This can be edited from the 'Valuation Method' property on the 'Properties' tab of the Item Record View.

Insert excerptDef - Not Defined

Def - Not Definednopaneltrue

Database Fields: ERPx_IMItem.ValuationMethodEN

Cost UOM

Insert excerpt

	UOM - Cost
	UOM - Cost
nopanel	true

This This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced Properties' tab of the Item Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMItem.CostUOMSK

Costing Method

Identifies the Costing Method assigned to the Item ID. This can only be edited from the 'Costing Method' property on the 'Advanced Properties' tab of the Item Record View.

Database Fields: ERPx_IMLotBalance.ItemSK, ERPx_IMItem.ValuationMethodEN

Costing Status

Displays whether the layer costing is Open or Closed. whether cost changes can be made to the Lot. If the Costing Status is "Open" then cost changes can be made. If the Costing Status is "Closed" then cost changes cannot be made to the Lot.

This can be edited from the 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View.

Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN

Country of Origin

Insert excerpt

	Country of Origin
	Country of Origin
nopanel	true

This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Days Old

Displays the calculated age (in days) of the Production Batch. It is calculated as the (Current Date) - [Batch Date]. This can be edited by changing the 'Batch Date'

tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Days Since Received

field on the Properties tab of the Production Batch record view. This is not stored in the database.

This is a calculated field that is not stored in the database.

Days Until Expiration

Insert excerpt

	Days

Since Received

Until Expiration
	Days

Since Received

Until Expiration
nopanel	true

It

This is

calculated as [Current Date - Received Date] and is never editable by a user. This

a calculated field that is not stored in the database.

Effective Date

Displays the Effective date of the cost update event. If the cost event was manually set, then this field cannot be edited once the 'Effective Date' field is applied on the Mass Update dialog box launched from the Update Costs List View. If the cost was updated from BOM, then this field comes 'Effective' field on the 'Cost Inputs' tab of the Bill of Materials Record View and cannot be editedof Materials Record View and cannot be edited.

Database Field: ERPx_IMLotCostHistory.EffectiveDate

Expiration Date

Insert excerpt

	Batch Expiration Date
	Batch Expiration Date
nopanel	true

This is editable from the Production Batch Record View.

Database Field: ERPx_IMLotCostHistoryIMProductionLot.EffectiveDate ExpirationDate

Inventory Balance Sheet Account

Insert excerpt

	GL Account - Inventory Balance Sheet
	GL Account - Inventory Balance Sheet
nopanel	true

This can be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

ItemID

GLAccount.Description, ERPx_IMItem.InventoryActSK

Is Lot Expired

A Yes/No field to identify if a Lot is expired.

This will display as "Yes" For Lots with a 'Batch Expiration Date' that is <= the current date.
This will display as "No" for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.

This is a calculated field that is not stored in the database.

Item: Description

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

The 'Item ID' field is not editable. The and/or the 'Item Description' can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

Label Code

, ERPh_IMTransactionDetail.ItemSK

Last Updated

Label Code

Insert excerpt

Label Code

Last Updated
	Last Updated
nopanel	true

This can be edited from the 'Label Code' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMLotCostHistory.LastUpdated

Last Updated By

Insert excerpt

	Last Updated By
	Last Updated By
nopanel	true

Database Field: ERPx_

IMProductionLot.LabelCodeMarketexcerpt-include

IMLotCostHistory.LastUser

Market Cost Rate

Market CostnopaneltrueThis field cannot be edited once the 'Market Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.Identifies the cost rate assigned to the Market Cost Layer. This can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Cost Base'.

Insert excerpt

	Def - Cost Rate - Market
	Def - Cost Rate - Market
nopanel	true

Database Field: ERPx_IMLotCostHistory.MarketCost

Owner

Insert excerpt

	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

This can be edited from the 'Owner' field on the Items grid of the Transaction Record View while the transaction is in a Status of New This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.

Insert excerptOutside PurchaseOutside PurchasenopaneltrueThis can be edited from the 'Outside Purchase' field on the 'Properties' tab of the Production Batch Record View.

Insert excerpt

	Def - Owner
	Def - Owner	nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Outside Purchase

nopanel	true

Database Field: ERPx_IMProductionLotIMLotOwner.IsOutsidePurchaseOwnerName

Production Batch

Insert excerpt

	Production Batch
	Production Batch
nopanel	true

This can be edited from the 'Production Batch' field on the ' Properties ' tab of the Production Batch Record View.

Insert excerpt

	Def - Lot Production Batch
	Def - Production Batch
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def -

Production Batch

Inventory Lot
nopanel	true

Database Field: ERPx_IMProductionLot.ProductionLotID

Production SiteReason CodeBatch Site

Insert excerpt

Batch Site

Reason Code - Cost Layer
	Reason Code - Cost Layer
nopanel	true

This can

be edited from the 'Production Batch Site' field on the 'Properties' tab of the Production Batch Record View.

only be assigned when adding/editing a Cost Layer or adding/updating a Base Cost.

Insert excerpt

	Def - Reason Code
	Def - Reason Code
nopanel	true

Database Fields: ERPx_

MFSite

MFNoteTypeReasonCode.

SiteName

ReasonCode, ERPx_

IMProductionLot

IMLotCostHistory.

ManufactureSiteSK

ReasonCodeSK

Reason CodeDisplays the reason code selected when the layer costs were updated. This field cannot be edited once the 'Reason' field is applied on the Mass Update dialog box launched from the Update Costs List ViewReceived From

Identifies the name of the Vendor, Fisherman, or Grower that the product was received from. If there is only one 'Received From' identified on the Production Batch, the name will be displayed. If there is more than one 'Received from' identified on the Production Batch, the word "Multiple" will be displayed. This can be edited from the 'Rec. From' header field on the Inventory Receipt record view before the transaction is posted or from the Production Batch Record View at any time.

Database Fields: ERPx_

MFNoteTypeReasonCode

IMLotBalance.

ReasonCode

ProductionLotSk, ERPx_

IMLotCostHistory.ReasonCodeSK
Received

Displays the date the lot's items were received as determined by the production batch. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMLotBalance.CreatedDate

Site Insert excerpt

IMReceivedFrom.ReceivedFrom

Site ID

Site IDnopaneltrue This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been savedDisplays the Site ID for the Site where the inventory balances are stored. This is always editable from the Sites Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPxERPh_IMLotBalanceIMTransactionHeader.SiteSK

Site Name

Insert excerptSiteSitenopaneltrue This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been savedDisplays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Source

Displays the source of the update eventIdentifies how the Cost Layer was added. This field is automatically assigned based on how the costs were assigned and is not editable.

ERPx_IMLotCostHistory.LotCostTypeEN

Standard Insert excerptStandard CostStandard Costnopaneltrue This field cannot be edited once the 'Standard Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.

Database Field: ERPx_IMLotCostHistory.StandardCost

Traded Insert excerptTradedTradednopaneltrue This can be edited from the 'Traded' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.Traded

Updated Insert excerptLast Updated - Date OnlyLast Updated - Date Onlynopaneltrue

Database Field: ERPx_IMLotCostHistory.LastUpdated

Updated By Insert excerptLast Updated ByLast Updated Bynopaneltrue

Database Field: ERPx_IMLotCostHistory.LastUser

Vendor Purchased From Insert excerptVendor Purchased FromVendor Purchased FromnopaneltrueThis can be edited from the 'Vendor Purchased From' field

The options include:

BOM
Inherited
Item Default - Base
Manual - Base
Manual - Layer
Transaction Base
Transaction Layer

ERPx_IMLotCostHistory.LotCostTypeEN

Source Transaction

Identifies the Cost Distribution transaction that added the Cost History record.

Database Fields: ERPx_IMLotBalance.LotSK, ERPx_IMLotCostHistory.SourceTransaction

Storage Begin Date

Insert excerpt

	Def - Storage Begin Date
	Def - Storage Begin Date
nopanel	true

This can only be edited on the Warehouse Lot List View.

Database Fields: ERPx_IMWarehouseLot.StorageRenewalDate

Storage Renewal Day

Insert excerpt

	Def - Storage Renewal Day
	Def - Storage Renewal Day
nopanel	true

This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View

Database Fields: ERPx_IMWarehouseLot.StorageRenewalDay

UOM Schedule

Insert excerpt

	UOM - Schedule
	UOM - Schedule
nopanel	true

This field comes from the 'UOM Schedule' property on the 'Properties' tab of the

Production Batch

Item Record View and is not editable from here.

Database

Field

Fields: ERPx_

IMProductionLot.PurchasedFrom

IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK

Warehouse Lot

Insert excerpt

	Warehouse Lot
	Warehouse Lot
nopanel	true

This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View.

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def -

Warehouse

Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

VoidedIdentifies whether the Cost History record was voided.

Version	Old Version 21	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Emma Greenwood
Saved on	Nov 16, 2020	Dec 16, 2024

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